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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
576
Garrison Asset Management
Arkansas
$287K +$209 +3 +0.1%
BAG
577
Bridgewealth Advisory Group
California
$286K -$18.4K -265 -6%
VBFG
578
Vishria Bird Financial Group
Tennessee
$286K – – –
CAMV
579
Concord Asset Management (Virginia)
Virginia
$285K -$15.2K -218 -5%
MIM
580
MetLife Investment Management
New Jersey
$284K -$8.9K -128 -3%
CWA
581
Clearview Wealth Advisors
Oregon
$283K -$4.59K -66 -2%
BMSSC
582
B. Metzler seel. Sohn & Co
Germany
$281K – – –
PIA
583
Perennial Investment Advisors
California
$280K +$28.4K +408 +11%
APP
584
Avantax Planning Partners
Iowa
$280K +$22.2K +319 +8%
CIM
585
Cambria Investment Management
California
$279K -$30.8K -443 -10%
PCM
586
Parsons Capital Management
Rhode Island
$277K -$14.2K -204 -5%
HPC
587
HM Payson & Co
Maine
$276K +$49.7K +715 +21%
SLWA
588
San Luis Wealth Advisors
California
$276K – – –
AAS
589
Ameritas Advisory Services
Nebraska
$274K -$225K -3,242 -44%
PFO
590
Pathstone Family Office
New Jersey
$271K +$47.8K +687 +21%
MPW
591
Monterey Private Wealth
California
$269K – – –
AWM
592
Aspire Wealth Management
Massachusetts
$268K +$2.23K +32 +0.8%
HG
593
Herbst Group
Connecticut
$267K -$543K -7,811 -66%
EAM
594
Evanson Asset Management
California
$266K +$5.35K +77 +2%
CAS
595
Coppell Advisory Solutions
Texas
$266K +$7.37K +106 +3%
V
596
ViaWealth
Kansas
$265K +$279K +4,010 New
LA
597
LVW Advisors
New York
$264K – – –
TWM
598
Thrive Wealth Management
Pennsylvania
$263K -$51K -733 -16%
IA
599
Inspire Advisors
Idaho
$263K -$55.3K -796 -17%
DA
600
Detalus Advisors
Missouri
$263K -$49.2K -708 -15%
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